SVB Investment Services’s Vanguard Total Bond Market BND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $8.16M | Sell |
102,556
-14,874
| -13% | -$1.18M | 5.06% | 5 |
|
|
2021
Q4 | $9.96M | Buy |
117,430
+6,832
| +6% | +$579K | 6.62% | 5 |
|
|
2021
Q3 | $9.45M | Buy |
110,598
+12,309
| +13% | +$1.05M | 6.3% | 4 |
|
|
2021
Q2 | $8.44M | Buy |
98,289
+6,046
| +7% | +$519K | 5.63% | 5 |
|
|
2021
Q1 | $7.81M | Buy |
92,243
+4,933
| +6% | +$418K | 6.22% | 4 |
|
|
2020
Q4 | $7.7M | Sell |
87,310
-1,814
| -2% | -$160K | 5.98% | 5 |
|
|
2020
Q3 | $7.86M | Buy |
89,124
+10,071
| +13% | +$889K | 6.66% | 4 |
|
|
2020
Q2 | $7.06M | Buy |
79,053
+13,665
| +21% | +$1.22M | 6.46% | 4 |
|
|
2020
Q1 | $5.58M | Sell |
65,388
-6,447
| -9% | -$550K | 4.84% | 5 |
|
|
2019
Q4 | $6.02M | Buy |
+71,835
| New | +$6.02M | 5.71% | 4 |
|